Over half of advisers feel under pressure to offer advice to clients on issues over and above their finances, with four in ten confessing their relationships are merely ‘average’.
Former IFP chief executive Steve Gazzard will be among the Personal Finance Society’s line up of key speakers for the national Financial Planning Symposiums.
Reforms to rules surrounding non-domiciles and inheritance tax are on course to be implemented next year – prompting calls for a delay.
Neil Woodford’s firm has stopped paying bonuses to staff, it has revealed.
The pension is effectively becoming the new family heirloom, a Chartered Financial Planner says, as younger generations look to inherit cash rather than things.
FCA officials are assessing reactions to plans for a complete ban on early exit penalties for new pension contracts.
A Financial Planning and accountancy firm is moving to the site where Sargeant Pepper’s Lonely Hearts Club Band, The Dark Side Of The Moon, and other major hits were made.
A new Retirement Quality Mark to ensure products operate in the customers’ best interests is set to be launched later this year.
Four firms are teaming up to create a new advisory service for employees nearing retirement – which includes a robo-advice option.
Aegon has signed a deal with Nationwide Building Society to continue providing the Investor Portfolio Service (IPS) for new and existing business, following the recent acquisition of Cofunds.